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Request for Equitable Adjustment (REA)

Drafts a Request for Equitable Adjustment (REA) for U.S. federal government contracts under FAR provisions. Enforces element-driven cost/schedule narratives, FAR Part 31 cost structures, FAR 52.233-1 certification, and contemporaneous evidence marshaling. Use when a contractor seeks contract modification relief due to government-directed changes, differing site conditions, defective specifications, or government-caused delays.

ID: e2d05596-cbc9-4612-8c8a-2ab5c3000c46 Version: 0.1.0 License: Apache-2.0 Author: CaseMark Language: en Added: 2026-06-15
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Request for Equitable Adjustment (REA)

Drafts a litigation-ready REA asserting entitlement, quantifying cost and schedule impacts, and satisfying FAR certification requirements for submission to a federal contracting officer.

Prerequisites

  1. Contract documents — base contract, modifications, PIID, applicable FAR clauses (esp. FAR 52.243-1 or FAR 52.243-4)
  2. Change trigger documentation — government directive, modification order, or differing-conditions notice with precise dates
  3. Cost records — timesheets, invoices, purchase orders, subcontract documents, cost ledgers
  4. Schedule records — baseline CPM schedule, updates, delay logs, milestone tracking
  5. Project correspondence — CO letters, emails, meeting minutes, daily logs contemporaneous with the change
  6. Contractor identity — legal entity name, CAGE code, authorized signatory with delegation of authority

Output Structure

1. Header Block

Field Content
Contract No. / PIID [Number]
Agency / Contracting Office [Name]
Contracting Officer [Name, address, contact]
Contractor [Legal name, CAGE code]
REA Reference No. [Internal tracking number]
Date [Submission date]
Subject Request for Equitable Adjustment — [Contract No.]

2. Introduction & Legal Basis

  • Cite entitlement clause (e.g., FAR 52.243-1 Changes—Fixed-Price; FAR 52.243-4 Changes; differing site conditions clause)
  • State nature of change/event in one paragraph
  • Assert contractor's position: change exceeds original scope or constitutes a compensable change

3. Factual Narrative (Chronological)

  • Present events with dates referencing affected CLINs, SOW sections, or spec provisions
  • Quote government directives verbatim where available
  • Side-by-side: original requirement vs. changed/additional work
  • For differing conditions: baseline assumptions (contract) vs. actual conditions encountered
  • Cite exhibit numbers for each referenced document

4. Impact Analysis

Cost Impacts (FAR Part 31)

Cost Element Basis Amount
Direct Labor (category/hours) Timesheets / rates $
Materials Invoices / quotes $
Equipment Rental records / rates $
Subcontractor Costs Subcontract docs $
Overhead (rate × base) Rate agreement / incurred $
G&A (rate × base) Rate agreement / incurred $
Profit / Fee Contract structure / FAR guidelines $
Total Requested Adjustment $

Schedule Impacts

  • Demonstrate critical path effect using CPM or comparable methodology
  • Quantify delay days per milestone and overall completion date
  • Address acceleration costs if contractor maintained original schedule despite change

Performance Impacts

  • Describe changes to technical specs, quality standards, or deliverables

5. Supporting Evidence Index

  • Tab A — Contractual documents (contract, mods, specs, SOW)
  • Tab B — Government communications (directives, emails, CO letters, meeting minutes)
  • Tab C — Project records (daily logs, progress reports, inspection records)
  • Tab D — Financial documentation (invoices, timesheets, POs, cost ledgers)
  • Tab E — Expert analysis (engineering reports, schedule analysis, cost studies)
  • Tab F — Legal authorities (ASBCA/CBCA decisions, COFC precedents, FAR citations) [VERIFY each citation before filing]

6. Requested Adjustment Summary

Component Requested
Total Cost Adjustment $
Time Extension (calendar days) [N] days
Revised Completion Date [Date]
Affected Milestones [List]

7. Certification (FAR 52.233-1)

For claims exceeding $100,000, include verbatim FAR 52.233-1(b) certification language [VERIFY current text]:

"I certify that the claim is made in good faith; that the supporting data are accurate and complete to the best of my knowledge and belief; that the amount requested accurately reflects the contract adjustment for which the contractor believes the government is liable; and that I am duly authorized to certify the claim on behalf of the contractor."

Signature block: Authorized representative name, title, date, contact — confirm signatory has documented delegation of authority.

Guidelines

  • Notice — Confirm timely notice under applicable changes clause; address late-notice arguments preemptively
  • Causation — Every cost/schedule element must trace to a specific government act or condition; no unsubstantiated lump sums
  • Scope limitation — Changes must be within general contract scope (cardinal change doctrine bars out-of-scope recovery)
  • Cost principles — All costs must be allowable, allocable, and reasonable under FAR Part 31; flag potentially unallowable costs
  • Certification threshold — Claims >$100,000 require FAR 52.233-1 certification; false certification triggers False Claims Act exposure
  • Preserve entitlement — State full position even when negotiating; frame concessions as facilitation, not waiver
  • Contemporaneous docs — Boards and courts heavily favor records created at the time of change over after-the-fact reconstruction
  • [VERIFY] all board/court citations (ASBCA, CBCA, COFC) before submission; confirm they remain good law

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